Alphabet Inc. (NASDAQ:GOOGL) is one of the 15 Best Performing AI Stocks Heading into 2026. On November 26, Citi reiterated its Buy rating on Alphabet Inc. (NASDAQ:GOOGL) with a price target of $343. Previously, on November 18, Loop Capital upgraded its rating on Alphabet Inc. (NASDAQ:GOOGL) from Hold to Buy and increased the price target from $260 to $320. The research firm said that worries about AI disrupting Alphabet Inc.’s (NASDAQ:GOOGL) search business have mostly disappeared. Analyst Confidence Gro ...

2025年11月，超5000亿美元市值在英伟达和谷歌之间发生"大挪移"：谷歌母公司Alphabet市值增长约5300亿美元，剑指4万亿美元；而AI芯片"霸主"市值却蒸 发6200亿美元。 这一增一减背后，是一则可能重塑行业格局的行业传闻：Meta正与谷歌密谈，计划2027年斥资数十亿美元采购谷歌TPU（张量处理单元）芯片。作为英伟达 的核心客户，Meta的算力需求曾高度依赖其GPU芯片，"倒戈"将直接冲击英伟达占据的近85%市场份额。 这并非简单的客户流失，而是一场技术路线的博弈。谷歌"十年磨一剑"的TPU芯片，凭2~3倍于GPU的能效比撕开缺口，第七代产品Ironwood性能更是较前 代飙升4倍。英伟达的CUDA生态护城河是否牢不可破？万亿美元AI芯片赛道将迎来何种变局？ TPU突袭：谷歌市值涨约5300亿美元，英伟达跌去6200亿美元 2025年11月，全球AI芯片领域两大巨头谷歌与英伟达的股价呈现显著分化。谷歌母公司Alphabet本月股价累涨13.87%，年内涨幅扩至69%；而英伟达股价同 期下跌近12.59%，年内涨幅收窄至27.96%。本月，谷歌市值累计增长约5300亿美元，市值逼近4万亿美元；而 ...

（原标题：谷歌预计2025年越南数字经济规模将达到390亿美元） 《越南经济》11月26日报道，根据谷歌、淡马锡和贝恩公司11月25日联合发布的东南亚数字经济年 度报告（《东南亚数字经济2025》），到2025年底，越南数字经济的商品交易总额（GMV）将达到390 亿美元，比上年增长17%。这一增长率使越南在东南亚数字经济中排名第二，仅次于印度尼西亚，并跻 身增长最快的数字经济体之列。 今年报告最引人注目的亮点之一是越南民众对人工智能的接受程度。越南目前在东南亚的三项关键 指标中排名第一：81%的用户每天与人工智能互动；83%的用户积极学习或提升人工智能相关技能； 96%的用户愿意与人工智能代理共享数据访问权限。谷歌称，人工智能的高度互动性有助于越南市场快 速吸收新应用。截至2025年上半年，人工智能集成产品的收入在短短一年内增长了78%。报告还指出， 越南目前拥有超过40家人工智能领域的初创企业，并在过去一年中吸引了1.23亿美元的私人投资，相当 于该国人工智能投资总额的5%。值得注意的是，79%的投资者认为，越南未来将继续吸引投资，尤其 是在软件、人工智能和深度科技领域。 该报告还评估认为，越南正在经历数 ...

科创板日报 . 专注科创板和科技创新，上海报业集团主管主办，界面财联社出品。 随着Gemini 3的横空出世，谷歌TPU从幕后走到台前。英伟达GPU的霸主地位已然有被撼动迹象。 谷歌云内部高管透露，扩大TPU的市场采用率， 有望帮助公司抢占英伟达年收入份额的10%。 紧接着，市场便传出"谷歌加紧向客户推销 TPU""Meta拟斥资数十亿美元购买TPU"等一系列消息。大摩分析师大胆预测，2027年谷歌TPU外销量将达到100万颗。 以下文章来源于科创板日报 ，作者张真 另一边，投资者纷纷用脚投票，表达了对英伟达GPU市场遭遇侵蚀的担忧。英伟达官方发布紧急声明，强调自家产品比ASIC拥有更高的性 能、更强的通用性以及更好的可替代性。 从闭关修炼的隐世高手，到如今直通AI芯片的决赛圈，谷歌TPU的起源还要从12年前的那场"算力焦虑"说起。 深度学习的最优解 2013年，深度学习在谷歌内部的应用开始不断扩散，后台模型的复杂度和算力消耗规模逐渐呈指数级增长。谷歌首席科学家Jeff Dean通过 计算发现，若1亿安卓用户每天使用3分钟语音转文字服务，则消耗的算力竟高达谷歌所有数据中心总算力的两倍不止。 堆砌GPU以获取算 ...

Stocks rebounded this week from their biggest pullback since April, helped by a firming conviction that the U.S. Federal Reserve will cut interest rates in December. But some of the market's heavyweight shares remained volatile. Big moves in Nvidia and Alphabet, for instance, were driven by developments in AI. Equities are poised to maintain this sensitivity, investors said, after concerns about overheated valuations took some of the steam out of a trade that has propelled markets higher this year. "The na ...

Key TakeawaysChina's property crisis has intensified dramatically with developer Vanke's U.S. dollar bonds crashing 60% this week to record lows, signaling deepening systemic risk despite state-backed support attempts.The U.S. labor market is exhibiting robust health, with jobless claims falling to their lowest level since August and real wages outpacing inflation for 29 consecutive months, a positive indicator for consumer spending and economic stability.Japanese companies are actively reducing their manuf ...

Sergey Brin gave away more than $1.1 billion worth of Alphabet stock this week, with most of the money going to a nonprofit the Google co-founder created https://t.co/4UYeLoSwWE ...

Group 1 - Meituan reported Q3 revenue of RMB 955 billion, a 2.0% increase from RMB 936 billion in the same period last year, but faced a significant operating loss of RMB 141 billion in its core local commerce segment due to intensified competition in the food delivery industry [4] - The adjusted EBITDA and adjusted net profit for Meituan fell to negative RMB 148 billion and negative RMB 160 billion respectively, marking the first loss since 2022 [4] - As of September 30, 2025, Meituan held cash and cash equivalents of RMB 992 billion and short-term investments of RMB 421 billion [4] Group 2 - China FAW Group is reportedly finalizing an investment in Leap Motor, with an initial stake of around 5% expected to be signed by the end of the year [5] - Baidu has initiated a new round of layoffs affecting multiple departments, with some teams facing cuts of up to 40% due to declining advertising revenue and increased competition in AI [5] - BYD is recalling nearly 89,000 Qin PLUS DM-i vehicles due to battery consistency issues that may restrict power output, posing safety risks [5] Group 3 - Taobao Flash Sale is expanding its cancellation of late delivery penalties to 60 cities by the end of the year, aiming to improve rider income and service efficiency [6] - Xiaomi's CEO Lei Jun responded to criticisms regarding the energy consumption of the Xiaomi SU7, acknowledging that the vehicle's size and configuration contribute to its performance [6] Group 4 - A major 3D printing factory is set to be established in Shenzhen by Huina Technology, which plans to deploy 15,000 3D printers by Q1 2026, making it the largest globally [8] - Huawei's Mate 80 series has launched at a competitive price, with the Mate 80 Pro Max selling out quickly and achieving a premium above the iPhone 17 Pro Max [8] Group 5 - Soul App has submitted its IPO application to the Hong Kong Stock Exchange, with Tencent holding a 49.9% stake as a strategic investor [10] - Adani Group plans to invest up to $5 billion in building AI infrastructure for Google in southern India, reflecting a significant commitment to the growing data center sector [10] Group 6 - OpenAI's data center partners are accumulating nearly $100 billion in debt related to the company, with significant loans being secured for further development [9] - Nvidia's CEO Jensen Huang emphasized the irreplaceability of Nvidia's GPUs in the AI market, asserting the company's unique position despite increasing competition [9]

中国基金报记者 赵刚综合整理 道指涨289.30点，涨幅为0.61%，报47716.42点；纳指涨151.00点，涨幅为0.65%，报23365.69点；标普 500指数涨36.48点，涨幅为0.54%，报6849.09点。 受益于科技股的反弹，本周三大指数均实现了较大幅度的上涨。其中，道琼斯指数本周累计涨幅达 3.18%，标准普尔500指数上涨3.73%，纳斯达克指数涨幅为4.91%。 11月，道指涨0.32%，标普500指数涨0.13%，纳指跌1.51%。 高盛集团的交易部门称，虽然标普500指数11月可能以基本持平收官，但随着波动性回落、美股广度改 善以及趋势跟随策略转为买方，前路已变得明显更为清晰。 芝商所的期货与期权交易因数据中心故障而暂停，致使股票、外汇、债券以及大宗商品市场的交易中断 了数小时。据数据中心运营商赛勒斯万（CyrusOne）披露，此次故障是由芝加哥地区一座数据中心的 冷却系统问题所引发。该公司发言人表示，工程团队已重启多台冷却机，并且部署了临时冷却设备，但 并未透露恢复正常运营的具体时间。 欧洲证券交易所运营商泛欧交易所表示，其市场未受芝加哥商品交易所集团交易中断事件的影响，此次 ...

三大股指本周涨幅均超 3% 道指涨 289.30 点，涨幅为 0.61% ，报 47716.42 点；纳指涨 151.00 点，涨幅为 0.65% ，报 23365.69 点；标普 500 指数涨 36.48 点，涨幅为 0.54% ，报 6849.09 点。 受益于科技股的反弹，本周三大指数均实现了较大幅度的上涨。其中，道琼斯指数本周累计 涨幅达 3.18% ，标准普尔 500 指数上涨 3.73% ，纳斯达克指数涨幅为 4.91% 。 11 月，道指涨 0.32% ，标普 500 指数涨 0.13% ，纳指跌 1.51% 。 高盛集团的交易部门称，虽然标普 500 指数 11 月可能以基本持平收官，但随着波动性回 落、美股广度改善以及趋势跟随策略转为买方，前路已变得明显更为清晰。 中国基金报记者 赵刚 综合整理 美东时间 11 月 28 日周五，感恩节次日，美股提前三小时收盘，三大指数齐涨。 科技股普 涨，英特尔 涨超 10% ，创 9 月 18 日以来最佳单日表现。 WTI 原油连续第四个月下跌。 白银和铜齐创纪录新高。 天风国际分析师郭明錤称，英特尔预计最快 2027 年开始出货苹果入门级 M 系列处 ...